Wealth Enhancement Advisory Services
SNOW icon

Wealth Enhancement Advisory Services’s Snowflake SNOW Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,000
Closed -$35K – 3102
2024
Q3 		$35K Buy
8,000
+7,000
+700% +$861K ﹤0.01% 2641
2024
Q2 		$5.8K Hold
1,000
– – ﹤0.01% 2539
2024
Q1 		$16.4K Sell
1,000
-2,300
-70% -$446K ﹤0.01% 2388
2023
Q4 		$166K Hold
3,300
– – ﹤0.01% 2116
2023
Q3 		$104K Buy
+3,300
New +$537K ﹤0.01% 2095

Other funds holding SNOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's SNOW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Snowflake (SNOW) stake by 43% in Q2 2026, buying an estimated $5.4M and bringing the position to 97,262 shares worth $23.5M. The position accounts for 0.04% of the portfolio, ranked #393.

Wealth Enhancement Advisory Services first reported a position in SNOW in Q3 2023 and has held it in 12 quarters since. 355 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 97,262 shares of Snowflake worth $23.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29,338 Snowflake shares in Q2 2026, an estimated $5.4M.
  • Snowflake made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #393 holding.
  • Wealth Enhancement Advisory Services first reported a position in Snowflake in Q3 2023 and has held it in 12 quarters since.
  • 355 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.